VF

Vest Financial Portfolio holdings

AUM $7.88B
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.27M
3
+$2.29M
4
CHD icon
Church & Dwight Co
CHD
+$2.05M
5
SHW icon
Sherwin-Williams
SHW
+$1.84M

Top Sells

1
+$2.69M
2
+$1.99M
3
+$1.92M
4
CVX icon
Chevron
CVX
+$1.78M
5
GPC icon
Genuine Parts
GPC
+$1.61M

Sector Composition

1 Consumer Staples 21.05%
2 Industrials 18.77%
3 Healthcare 12.25%
4 Financials 11.9%
5 Materials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$371K 0.06%
+1,549
102
$371K 0.06%
+985
103
$371K 0.06%
+4,368
104
$370K 0.06%
+2,237
105
$367K 0.06%
+2,821
106
$364K 0.06%
+3,312
107
$363K 0.06%
+6,134
108
$360K 0.06%
+8,560
109
$353K 0.06%
+3,622
110
$335K 0.05%
+22,890
1 2 3 4
5